The Inventory Items report provides a comprehensive, scrollable overview of inventory items across statuses, helping you track stock levels, vendor sources, costs, and reorder thresholds. Here's how to use it:
📌 Getting Started
Step 1: Run Report By
Use the dropdown menu labeled “Run Report By” to choose which inventory items to include:
Active Items – currently in use or in stock.
Inactive Items – not currently being used or stocked.
All Items – includes both active and inactive items.
🔔 Tip: “Active Items” is the default option for a quick view of what’s currently in circulation.
Step 2: Set Date & Time
Specify the timestamp for when the report should be generated.
📊 Understanding the Report Table
Once the report is generated, a scrollable table appears with multiple columns, each providing crucial inventory data:
Core Inventory Columns
Column | Description |
Status | Whether the item is active or inactive. |
ID | Unique identifier for each inventory item. |
Name | Inventory Item Name |
Barcode | Barcodes associated with the item (if available). |
Product Locations | Where the item is stored (e.g., Pharmacy, Medications). |
Vendor | Supplier or vendor source (e.g., Covetrus, Vetcove). |
Current QOH | Quantity on Hand (with unit type like mLs, Tablets, Cans). |
Stock & Reorder Metrics
Column | Description |
Order Quantity | Standard quantity ordered per restock. |
Min Quantity | Minimum threshold to trigger restocking. |
Max Quantity | Maximum suggested quantity for that item. |
Reorder Point | Level at which reordering is initiated. |
Units per UOM | Measurement unit of your Unit of Measure for ordering (e.g., 50 mLs, 100 Tablets). |
Cost per UOM | Unit of Measure cost from the vendor. |
Total Cost Value | Total value of current inventory for that item. |
Initial Inventory Overview
Column | Description |
Initial Count | Starting stock level when added to inventory. |
Product Names | The linked retail product item, if applicable |
💰 Bottom Line
At the bottom of the report:
Grand Total Cost Value shows the total monetary value of all inventory listed in the report.
📤 Exporting the Report
Once reviewed, you can:
Download the full report in CSV or PDF format using the “Download” button.
Click “View Report” for a refreshed view based on selected filters and time.
🔎 Use column sorting or the filter icons to quickly search or rearrange values (e.g., highest quantity, lowest cost).
✅ Best Practices
Regularly run the report using “Active Items” to monitor restocking needs.
Use the Reorder Point and Min/Max Quantity to plan purchases.
Check for negative QOH (like -9 Cans) to identify discrepancies or shrinkage issues.
If backdating the report, confirm which columns support historical data metrics using the provided tooltips.